JFG Wealth Management, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
JFG Wealth Management, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2022$2,316,000
+54.8%
123,961
+295045.2%
0.78%
+77600.0%
Q3 2020$1,496,000
+174.5%
42
-99.7%
0.00%
-99.8%
Q4 2018$545,00014,1730.49%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 353,244$6,270,0775.78%
Pioneer Wealth Management Group 361,313$6,413,3014.88%
Upper Left Wealth Management, LLC 191,048$3,391,1023.53%
Moisand Fitzgerald Tamayo, LLC 936,635$16,625,2733.51%
Courage Miller Partners, LLC 439,956$7,809,2233.20%
RATIONAL ADVISORS LLC 1,804,550$32,030,7632.90%
WEALTH MANAGEMENT RESOURCES, INC. 334,233$5,932,4642.87%
Gunma Bank,Ltd. 221,000$3,9232.86%
BlueSky Wealth Advisors, LLC 770,541$13,677,0942.80%
Firestone Capital Management 428,479$7,605,5082.60%
View complete list of SCHWAB STRATEGIC TR shareholders